CIK: 0001554179 · Show all filings
Period: Q1 2021 (← Previous) (Next →)
Filing Date: May 17, 2021
Total Value ($000): $278,439 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| CLF | CLEVELAND-CLIFFS INC NEW | 5,323,815 | $107,062 | 38.5% | $13.33 | +22.1% | COM | 185899101 |
| VALE | VALE S A | 5,163,143 | $89,735 | 32.2% | $8.29 | — | SPONSORED ADS | 91912E105 |
| Z | ZILLOW GROUP INC | 474,633 | $61,531 | 22.1% | $43.71 | +239.4% | CL C CAP STK | 98954M200 |
| AGCO | AGCO CORP | 140,000 | $20,111 | 7.2% | $104.79 | 0.0% | COM | 001084102 |